Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
39%
OVERLAP
BY WEIGHT
52
# OF OVERLAPPING
HOLDINGS
EQWL
101
HOLDINGS
51%
ALSO IN JEPI
JEPI
122
HOLDINGS
50%
ALSO IN EQWL
SECTOR DRIFT (EQWL minus JEPI)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in EQWL |
Weight in JEPI |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 1.1% | 1.5% | 1.1% |
|
NEXTERA ENERGY GROUP | 1.1% | 1.7% | 1.1% |
|
ABBVIE INC | 1.1% | 1.5% | 1.1% |
|
RTX CORP | 1.0% | 1.3% | 1.0% |
|
JOHNSON & JOHNSON | 1.0% | 1.5% | 1.0% |
EQWL Overweight Relative to JEPI
|
INTEL CORP | 1.5% |
|
TESLA MOTORS INC | 1.2% |
|
CATERPILLAR INC | 1.2% |
|
THERMO FISHER SCIENTIFIC INC | 1.1% |
|
INTL BUSINESS MACHINES CORP | 1.1% |
|
PFIZER INC | 1.1% |
|
LOCKHEED MARTIN CORP | 1.1% |
|
AMGEN INC | 1.0% |
|
QUALCOMM INC | 1.0% |
|
GENERAL DYNAMICS CORP | 1.0% |
EQWL Underweight Relative to JEPI
|
ROSS STORES INC | -1.7% |
 |
EATON CORP PLC | -1.7% |
|
TRANE TECHNOLOGIES PLC | -1.6% |
|
EOG RESOURCES, INC. | -1.6% |
|
HOWMET AEROSPACE INC. | -1.6% |
|
YUM! BRANDS INC | -1.4% |
|
ANALOG DEVICES INC | -1.3% |
|
ALPHABET INC. CLASS A | -1.3% |
|
AMPHENOL CORP-CL A | -1.3% |
|
VERTEX PHARMACEUTICALS INC | -1.2% |